Field Service Management (Dynamics 365 and Salesforce) Corporate Training
Instructor-led field service training across Dynamics 365 and Salesforce
Run a high-performing field operation with guided labs on scheduling, dispatch, mobile execution, and preventive maintenance.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a high-performing field service team
The Edstellar FIELD SERVICE Capability Model
Diagnose
We assess your current dispatch process, scheduling maturity, and technician workflows to set a clear baseline.
Standardize
We align your team on work order lifecycles, territory design, and scheduling rules across both platforms.
Practice
Guided labs build muscle memory: schedule boards, dispatch consoles, mobile execution, and inventory handling.
Measure
We track lab completions, dispatch simulations, and assessment scores to show skill growth across the cohort.
Scale
Territory templates and dispatch playbooks let you replicate the same service discipline across regions.
Need more than one program?Get a group quote
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Program Overview: What is Field Service Management (Dynamics 365 and Salesforce)?
Field Service Management (Dynamics 365 & Salesforce) is a 24-hour program for service managers, dispatchers, and field operations teams running service on Microsoft Dynamics 365 or Salesforce Field Service. Participants learn work order management, asset and resource setup, intelligent scheduling, mobile execution, and preventive maintenance across both platforms.
Training is hands-on from the first session. Learners configure work orders, resources, and assets in guided labs on both platforms, build scheduling rules and route optimization, and practice dispatch decisions against realistic service backlogs. Instructors who have run live dispatch operations review every setup, correcting scheduling logic and mobile workflows before bad habits form. The program closes with a capstone where teams run a live dispatch operation end to end.
Most field service teams lose margin to missed appointments, overbooked technicians, and inventory that never arrives on time. Manual scheduling breaks down as volume grows, and disconnected mobile tools leave field data behind. This program teaches teams to run scheduling, dispatch, and mobile execution as one connected operation, so every technician arrives prepared and every work order closes clean.
The proof is the capstone: teams run a live dispatch operation, taking in a day of work orders, scheduling them against real technician availability, pushing jobs to mobile, and resolving the exceptions that surface mid-day. What they hand in is a working dispatch setup on their own platform, tested under pressure. Dispatchers return knowing exactly how their next Monday morning will run.
Your team works in live Dynamics 365 Field Service and Salesforce Field Service environments. Early modules cover field service fundamentals, work order design, and resource setup. Practice modules build skills in schedule boards, dispatch consoles, route optimization, mobile apps, offline sync, van stock, and preventive maintenance. The capstone has each team run a live dispatch operation for a full simulated day, with instructor review. Delivery is instructor-led, live virtual or onsite, and every lab mirrors the workflows your service teams own.
What's Included in this Workshop for Your Enterprise Teams
- 1
Live instruction
Concept delivery with live demos in real platform environments.
- 2
Guided labs
Hands-on practice on core workflows in every module.
- 3
Capstone review
Instructor feedback on your end-to-end build.
- Live instructor-led sessions
- Dedicated lab environments for every learner
- Pre-session tech checklist and access setup
- Session recordings available on request
- Lab guides and reusable templates
- Post-program email support
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Field Service Management (Dynamics 365 and Salesforce) Course Topics and Program Outline
Six modules take your team from field service fundamentals to a live dispatch operation, with guided labs in every session.
Built by Edstellar with field service operations practitioners
Built by field service practitioners who have run dispatch operations and platform rollouts, shaped around your stack and use cases.
We review your current dispatch process, scheduling maturity, and technician workflows to set a clear baseline for the program.
Live sessions cover field service fundamentals, work order design, and resource setup with demos on both platforms.
Guided labs walk your team through schedule boards, dispatch consoles, mobile execution, and inventory handling.
The capstone has each team run a full simulated dispatch day with instructor review and feedback.
Your team runs a live dispatch day across scheduling, mobile execution, and escalations by the end of the program.
Delivered as
Sessions run live and instructor-led across virtual, onsite, or hybrid formats, with every lab executed in real Dynamics 365 and Salesforce field service environments.
Compare scheduling and dispatch capabilities across both platforms against a sample territory.
learna)Field service business models and KPIs
b)Dynamics 365 Field Service overview
c)Salesforce Field Service overview
d)Comparing platform capabilities and fit
Build a work order lifecycle with assets, skills, and territories for a sample service region.
learna)Work order lifecycle design
b)Asset and customer asset hierarchies
c)Technician skills and territory design
d)Price books and service entitlements
Run a dispatch shift on the schedule board, handle emergency jobs, and tune optimization rules.
practicea)Schedule boards and dispatch consoles
b)Optimization goals and constraints
c)Emergency and same-day scheduling
d)Dispatcher workflows and KPIs
Configure a mobile flow, complete a job offline, sync, and capture customer sign-off.
practicea)Mobile app configuration
b)Offline data and synchronization
c)Time, expense, and signature capture
d)Customer communication and notifications
Set up a service agreement with SLA tracking and generate a preventive maintenance plan.
applya)Field inventory and van stock
b)Service agreements and SLAs
c)Preventive maintenance schedules
d)Billing and invoice integration
Run a live dispatch day end to end, then present the performance review and handover.
applya)Designing a territory operating model
b)Running a full dispatch day
c)Handling escalations and reschedules
d)Performance review and handover
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Your team leaves with the practical skills to schedule, dispatch, and execute field service work across both platforms.
Work Order Design
Model work order lifecycles that match how your field operation really works.
Territory and Resource Setup
Design territories, skills, and technician pools that balance workload and coverage.
Scheduling and Dispatch
Use schedule boards and dispatch consoles to assign the right technician every time.
Route Optimization
Apply optimization rules that cut travel time without breaking SLAs.
Mobile Field Execution
Configure mobile flows so technicians complete jobs, even offline, with clean data.
Inventory and SLA Management
Track van stock and service agreements so commitments are met and billable.
Dispatch Performance Review
Measure first-time fix, utilization, and SLA attainment to keep improving.
Teams that Benefit from this Field Service Management (Dynamics 365 and Salesforce) Group Training
This program is built for teams that run field service operations: dispatchers, service managers, field technicians, and platform administrators. Content adapts to each cohort's roles and experience, so every group practices the service workflows it owns.
Dispatch every job with confidence
Dispatchers master schedule boards, optimization rules, and escalation handling across both platforms.
Workflow friction
- Overloaded or unbalanced schedules
- Missed SLAs on urgent jobs
- No visibility into technician status
How the program helps
- Assign the right technician to every job
- Handle emergencies without chaos
- Track dispatch KPIs in real time
Practice use cases
- Schedule boards
- Dispatch rules
- Escalation handling
- Shift planning
Execute jobs cleanly from the mobile app
Technicians learn mobile workflows that keep jobs moving, data clean, and customers informed.
Workflow friction
- Paper-based or delayed job updates
- Poor connectivity in the field
- Missing parts at the job site
How the program helps
- Complete jobs offline without losing data
- Capture time, parts, and signatures
- Keep customers updated automatically
Practice use cases
- Mobile flows
- Offline sync
- Job checklists
- Customer updates
Run a measurable, SLA-driven operation
Managers get the agreements, reporting, and preventive maintenance plans that drive reliable service.
Workflow friction
- Reactive, break-fix service culture
- Weak visibility into performance
- Inconsistent agreement enforcement
How the program helps
- Design SLA-backed service agreements
- Shift work toward preventive maintenance
- Report on utilization and first-time fix
Practice use cases
- SLA design
- Maintenance plans
- Performance reviews
- Capacity planning
Keep both platforms configured and healthy
Admins configure work orders, security, and integrations so the operation runs on solid foundations.
Workflow friction
- Misconfigured scheduling rules
- Security gaps across mobile users
- Disconnected billing workflows
How the program helps
- Configure work orders and entitlements
- Manage security and data access
- Integrate billing and inventory systems
Practice use cases
- Configuration
- Security setup
- Integration points
- Data quality
Not sure where your team fits? Share your roles on the discovery call and we will map each cohort to the right modules and labs.
Prerequisites: This program benefits dispatchers, service managers, field technicians, and platform administrators who work with field service operations. Familiarity with Dynamics 365 or Salesforce basics helps but is not required. No prior field service platform experience is needed. Content adapts to your team's tools, territory model, and service maturity.
Dispatcher to Field Service Manager
Each skill maps to the program's learning phases, so your team sees exactly where they enter and how far they progress.
A field-service track that grows with operations careers, from basic work order setup to running a live dispatch operation.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the format that fits your team: live virtual, onsite at your office, or a hybrid mix. Every format includes the same guided labs and instructor support.
Hybrid Training
Split your field service management training between live virtual sessions and focused onsite workshops. Teams get consistent instructor guidance and the same guided labs in both settings.
- Same labs and curriculum across both formats
- Live instructor support throughout the program
- Flexible scheduling across time zones
- Consistent outcomes for distributed teams
Onsite Training
Bring an instructor to your office for field service management training tailored to your systems. Onsite delivery works well for larger cohorts and teams rolling out a shared platform.
- Instructor at your office for the full program
- Labs aligned to your own environment
- Easy coordination for large cohorts
- Direct access to the trainer all day
Live Virtual Training
Join live virtual field service management sessions from anywhere. Remote labs and shared screens keep every participant hands-on with real instructor support.
- Fully interactive live sessions, not recordings
- Guided labs in cloud environments
- Small virtual cohorts for real interaction
- Session support before and during labs
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size and preferred dates through the group quote form and a training advisor will respond with pricing and a tailored plan within one business day.
Yes. Book a short call and we will walk through your current field service operations setup and map the curriculum to your team's tools and maturity.
Yes. Live virtual sessions run instructor-led with shared screens and guided labs, so remote teams get the same hands-on practice as onsite cohorts.
Yes. An instructor can deliver the program at your office for larger teams, with lab environments provided for every participant.
The program runs 24 hours across 6 modules, typically over 3 to 4 days, and the schedule can be split into half days for working teams.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Field service needs good customer service skills before the technology. Your team learns to serve customers well first, then this course covers field service on Dynamics 365 and Salesforce, before going deeper on Dynamics 365 and predicting equipment failures with AI.
Why Choose Edstellar as Your Field Service Management (Dynamics 365 and Salesforce) Corporate Training Provider
Edstellar delivers instructor-led field service training across Dynamics 365 and Salesforce, taking operations teams from manual scheduling to optimized dispatch. With 5,000+ certified trainers and 2,000+ courses, we run one consistent program across your regions, adapted to your territories and tools.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort works in labs modeled on your own territory design, scheduling rules, and service workflows.
Proven Methodology
Our Assess, Learn, Practice, Apply flow moves teams from service fundamentals to a live dispatch day they run themselves.
Practice-Based Learning
Guided labs cover schedule boards, dispatch consoles, mobile execution, and inventory in both platform environments.
Expert Trainers
Instructors are practicing field service specialists who run dispatch operations and platform rollouts every day.
Global Scale
One consistent curriculum delivered across regions and time zones, with cohort schedules matched to your teams.
Measurable Outcomes
Dispatch simulations, lab completions, and a skills summary show exactly what your team can run after training.
Connect Field Service Configuration With Confident Dispatch and Mobile Execution
Edstellar develops field service capability across Dynamics 365 and Salesforce through connected configuration and operational exercises. Teams establish work orders, assets, and resources before practicing scheduling, offline mobile work, and service agreements. A simulated dispatch day tests how these choices work together, including emergency jobs, escalations, and operational handover.
- Step 01
Consult
We review scheduling bottlenecks, urgent-job handling, and technician visibility, alongside participants' familiarity with Dynamics 365 or Salesforce and their dispatch responsibilities.
- Step 02
Plan
The sequence connects platform foundations and resource setup with dispatch optimization, mobile execution, and preventive maintenance before the integrated dispatch simulation.
- Step 03
Align
We align field service instruction with dispatcher, technician, and administrator roles, confirming access to suitable practice environments on the relevant platforms.
- Step 04
Customize
Sample service territories, skill requirements, and emergency jobs reflect the cohort's operating model without using identifiable customer or technician records.
- Step 05
Execute
Participants configure work orders, adjust scheduling rules, and complete offline mobile jobs, receiving feedback on resource matching, synchronization, and sign-off workflows.
- Step 06
Evaluate
We assess the simulated dispatch operation through scheduling decisions, completed mobile records, escalation handling, and the clarity of the performance review and handover.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Field Service Management (Dynamics 365 & Salesforce) Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Field Service Management (Dynamics 365 and Salesforce) Training for Your Team
Tell us about your team size, dispatch process, and preferred dates. A training advisor will prepare a tailored field service training plan and quote.